CWB WEALTH MANAGEMENT LTD. / CWB GESTION DE PATRIMOINE LTÉE

General Information

Official company information

Registry ID: A0115612
Company Age: 4 years
Registration Date: 28 November 2020
Registered Address: 2020 Blvd Robert-Bourassa Suite 2100, Montréal, QC H3A 2A5
Business Number (BN): 121290738
City: EDMONTON
Email: N/A
Phone: +15148453200
Website: www.cwbwealth.com/

Official company website with more information about products, services, and contact details.

About CWB WEALTH MANAGEMENT LTD. / CWB GESTION DE PATRIMOINE LTÉE

Company profile and description

CWB Wealth Management Ltd. (CWB Wealth) offers wealth advisory services and is the trusted advisor to Canada's business families. CWB Wealth Partners offers a specialized investment management service, developing personalized investment strategies for high-net-worth individuals and families, institutions, foundations, and not-for-profit organizations. CWB Wealth Management Ltd. was launched in 2016 to oversee the overall wealth management strategy, including Canadian Western Financial. CWB Wealth has a presence across Canada with over 200 team members and around $8.6 billion of assets under management and administration, as well as approximately $2.4 billion of advised assets from Indigenous communities (as of January 31, 2024).

Additional Information

Detailed company information and status

Version: 1798506774692626513
Hierarchy: child
Parent Id: CC_12461358
Entity Type: Extraprovincial Company
Display Date: 2020-11-28
Jurisdiction: BC
Status Notes: Active
Business Number: 121290738
MRAS Entity Type: BCA

Company Contacts

Key contacts and leadership 14 total contacts

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Name & Position	Email	Contact Number	Fax Number
K Kevin Dehod President & CEO, CWB Wealth Partners	-	-	-
R Russ MacKay Private Wealth Advisor, Portfolio Manager, CWB Wealth Partners	-	-	-
M Matt Dunn CFA, MBA	-	-	-
A Anna Premyslova CFA	-	-	-
B Bernadette Churchill CIM, FEA, MBA	-	-	-